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Release Notes | March 19, 2025
Release Notes | March 19, 2025
Updated over 3 weeks ago

Integrations & Data Connection Updates

ivet360

Founded in 2013 and headquartered in Portland, Oregon, iVET360 delivers comprehensive management services for veterinary hospitals nationwide. Its team of specialists support practices by providing expertise in marketing, analytics, finance, bookkeeping, HR, and team development to streamline operations and improve performance. With a proven track record of innovation and client success, iVET360 is at the forefront of practice management solutions.

Learn more about iVET360

koala Health

Koala Health is a home-delivery pet pharmacy designed to make pet healthcare simple and stress-free. Their mission is to delight pet parents by streamlining medication management and ensuring pets get the care they deserve—effortlessly.

We partner with veterinary clinics like yours to enhance your pharmacy operations, simplify workflows, improve medication adherence, and create a seamless experience for both you and your clients. Best of all, Koala lightens your workload, giving you more time to focus on what you love most—caring for your patients.

With an emphasis on effortless medication management for pet parents, there are no more confusing medication schedules or unnecessary vet visits. Koala provides the medications and health products your patients need, with no service or shipping fees—clients only pay for what’s essential. Discover the koala difference today!

Vetek Labs

Vetek Labs is excited to integrate with Shepherd and, as a special incentive, will provide new customers with a 25% discount off their first month of diagnostic testing.

Vetek Labs mission is to reshape the veterinary industry by reducing cost, improving service, and eliminating contracts. Vetek Labs has been able to create a new type of diagnostics laboratory that puts veterinarians first. If you are looking for flexibility and value instead of restrictions, contact Vetek Labs today. Learn more about Vetek Labs!


🎇New Features!

Activity Logs | User Activity Log In + Out Tracking

We've introduced a new activity log on the Admin → Users page to enhance central visibility into user logins and logouts.

This update provides management users with a clear and accessible record of account access events, including:

  • Login details (whether an email address or a PIN via the lock screen was used)

  • Password reset events

  • Logout events

This ensures greater transparency and easier tracking of user access activity.

Appointment SMS Notifications + Forms | Patient ID Variable Option

You can now include a patient ID variable in both appointment SMS notification message templates and forms, making patient record recall easy. This update ensures accurate identification to the associated patient. Appointment email notification previously supported this capability.

Inventory | Barcode Scanning

We’re excited to introduce barcode capabilities for inventory items, enhancing efficiency in product and inventory lookup and management!

Key Features:

  • Define Barcodes for Inventory Items – Barcodes can now be assigned to inventory items for quick identification.

  • Barcode Scanning for All Searches – All search fields now recognize barcodes to recall associated products or inventory items instantly.

  • No Equipment Restrictions – Barcode scanning is compatible with all known scanning hardware.

This update streamlines inventory handling, making searches and accurate product retrieval efficient and seamless!

Client Profile | New Phone Number Name Field

Client phone numbers can now be identified with the introduction of a dedicated name field. By adding a phone number title, you can clearly define the relationship between the number and the client. The new phone number name field is available within the client general information details. User feedback highlighted a strong need and use case for this feature, and we're excited to support it!

Clinic Shortcuts | Download Capability

To wrap up our clinic shortcut updates, we're introducing the ability to export or download your clinic shortcut list. This feature allows you to easily review all of your shortcuts outside of Shepherd, ensuring they are up to date and optimally configured for your needs.

Scheduling | New Pending Confirmation Status

To enhance schedule and appointment management, we're excited to introduce a new appointment status: "Pending Confirmation." Based on user feedback, this addition improves tracking and clarity by indicating when an appointment has not yet been confirmed by the client but they have been contacted regarding the upcoming visit.

Automated appointment status management is on the way and will be released soon! For now, the new "Pending Confirmation" status must be assigned manually, as it does not yet apply automatically. Stay tuned for more updates coming your way!

SOAP Signalment | New Design & Information Included

To enhance the consistency of information accessible within a SOAP, we've expanded the details displayed in the Signalment bar.

The following information has been newly added:

  1. Patient ID

  2. Patient Last Weight with Date of Entry

  3. Patient Location

  4. Client Phone Number(s) with Name


🔧 Feature Updates

Boarding Calendar | Patient Weight Visibility

To support better boarding resource selection, we've added the last recorded patient weight to the patient details when scheduling. This ensures you have the necessary information at a glance for more accurate planning and accommodations.

Boarding Calendar | Design Optimizations

To ensure the most preferred design presentation, we've reverted boarding calendar reservations to their previous fully color-coded format. Some users experienced reduced contrast visibility due to monitor and display setting variances, and this adjustment aims to improve clarity.

If you continue to experience visibility concerns, we recommend reviewing your display settings for any necessary adjustments.

With this design change, we've also corrected an issue where boarding reservations were falsely not being labeled across each week. Each reservation now retains a client and patient name identification along the left side of the reservation block.

Inventory Lots | Automatic Archiving of Legacy Lots

To ensure a smoother transition to using inventory lot features, we've introduced an automated archiving process for legacy lots with 0 QOH (Quantity on Hand).

  • Any legacy lots with 0 QOH will now be automatically archived.

  • Automatic archiving will also occur when a count reduces QOH to 0 or during a manual inventory transaction event.

This update helps keep inventory records accurate and organized with minimal manual effort.

Message Center | Patient Status Visibility

To enhance clarity when assigning patients to a message thread, we've added patient status indicators. While all patients, including inactive and deceased, remain available for selection, clear visual markers ensure you can confidently choose the correct patient association.

Payments | Create Date + Payment Date Visibility

To enhance payment handling visibility, we've standardized payment date display across all payment tables to include both the creation date and the defined payment date.

  • The creation date reflects when the payment was originally entered into Shepherd.

  • The payment date can be manually adjusted to reflect the actual date of payment, especially for retroactive adjustments.

This update ensures greater accuracy and transparency in payment tracking.

Pet Portal | Patient Sex Field Availability

User feedback revealed inconsistencies in the available fields when creating a new patient through the Pet Portal. This update ensures that the patient sex field is always available, providing a consistent experience across all instances of patient creation.

Reporting | Vaccination Report Alignment

Our Vaccination Report viewing options have been unified to ensure consistent and complete details, whether you're viewing a Rabies-specific report or a report for all vaccines.

  • Identical report details across both formats for consistency

  • Complete patient details available in both report views

  • Rabies Tag information now included in both reports

These updates ensure you have comprehensive access to relevant patient and vaccination data across all reporting formats!

Time Clock | Manual Clock In Behavior Optimization

To improve manual time clock entry handling and support greater flexibility in managing time clock records, we've optimized the manual entry workflow by removing the requirement for a known clock-out time before a manual entry can be saved. We recognize that manual entries are sometimes necessary, so this update ensures a more efficient and user-friendly experience when handling time tracking adjustments.


🤖 API Updates

New Patient Weight Endpoint

We’ve added support for writing patient weights via API. Previously, there was no way to add a weight entry when creating a patient or update weights through OpenAPI. With this update, users can now:

  • Use POST /open-api-patients/write to create a new patient and include an initial weight entry.

  • Use POST /open-api-patient-weights/write to add or update patient weight records separately.

This enhancement improves data accuracy and enables better integration with third-party systems managing patient information.

New Support for Appointment Cancellation Reasons

Shepherd OpenAPI now includes support for appointment cancellation reasons. This update ensures that appointment cancellation reasons can be recorded and retrieved through the API, aligning with the cancellation tracking available in the Shepherd UI.

  • Endpoint Updated: PUT /open-api-appointments/{id}/update

  • New Field: appointmentCancellationReasonId allows API users to set and retrieve cancellation reasons.

  • If no appointmentCancellationReasonId is specified, the default reason "OpenAPI Cancellation" will be applied.

  • Cancellation reasons will only be saved when an appointment is marked as Canceled.

This enhancement provides better tracking for external integrations managing appointment data.

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